RFLR

Innovator$30.16+0.00 (+0.00%)
AUM $77.6MER 0.89%NAV $30.41Holdings 846

Price Chart

Key Statistics

Previous Close

$30.53

Day Range

$30.10$30.23

52-Week Range

$24.14$30.64

Avg Volume

8.0K

Dividend Yield

Expense Ratio

0.89%

AUM

$77.6M

Shares Outstanding

879.0K

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare17.54%
Financial Services17.27%
Industrials14.68%
Technology13.88%
Consumer Cyclical10.25%
Energy6.89%
Real Estate6.83%
Basic Materials4.87%
Consumer Defensive3.18%
Utilities2.77%
Communication Services1.82%
Cash & Others0.02%

Country Allocation

CountryWeight %
United States93.35%
Other2.68%
Bermuda1.11%
United Kingdom0.42%
Canada0.39%
Ireland0.39%
Monaco0.29%
Luxembourg0.22%
Greece0.20%
Panama0.18%
Singapore0.14%
Jersey0.13%
Israel0.13%
Switzerland0.12%
Bahamas0.08%
Germany0.07%
China0.06%
Cayman Islands0.05%

Fund Information

Issuer
Innovator
Category
Healthcare
Inception Date
Sep 16, 2024
Exchange
NYSE_ARCA
Description
The fund will invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. small capitalization companies and option contracts that give economic exposure to equity securities of U.S. small capitalization companies. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
IWMiShares Russell 2000 ETF$78.70B
XLVState Street Health Care Select Sector SPDR ETF$37.29B
VHTVanguard Health Care ETF$18.60B
VTWOVanguard Russell 2000 ETF$14.50B
IWOiShares Russell 2000 Growth ETF$14.28B

The Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund issued by Innovator that launched on Sep 16, 2024. It currently manages $77.6M in assets under management. The fund charges an expense ratio of 0.89%. The fund holds 846 securities in its portfolio. It falls under the Healthcare category.

Top 10 holdings represent 5.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1US BANK MMDA - USBGFS 9 09/01/20371.46%1,140,085$1.1M
2IWM US 03/31/27 P2220.57%683$444K
3AAOIApplied Optoelectronics Inc0.42%1,801$325K
4VIAVViavi Solutions Inc0.42%6,032$326K
5IWM US 12/31/26 P2220.40%683$312K
6Cash & Other0.37%289,571$290K
7PLPlanet Labs PBC0.37%7,752$288K
8DOCNDigitalOcean Holdings Inc0.36%1,861$284K
9SMSM Energy Co0.36%9,061$283K
10ACLSAxcelis Technologies Inc0.32%1,782$249K
11CVLTCommvault Systems Inc0.32%2,391$246K
12CELCCelcuity Inc0.30%1,650$234K
13MXLMaxLinear Inc0.30%2,840$232K
14POWLPowell Industries Inc0.30%786$232K
15PARRPar Pacific Holdings Inc0.29%3,265$226K
Page 1 of 17

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
+0.92%
1M
+1.55%
3M
+1.82%
6M
+9.69%
YTD
+6.14%
1Y
+25.47%
3Y
+20.81%
5Y
+20.81%

Moving Averages

20-Day MA

$30.19

Below 20-Day MA
50-Day MA

$29.57

Above 50-Day MA
200-Day MA

$28.52

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$30.64

Current Price

$30.16

52-Week Low

$24.14

$24.14$30.64

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricRFLRHealthcare(207 ETFs)Small Cap(308 ETFs)
Fund Info
Expense Ratio0.89%0.60%0.56%
AUM$77.6M$1.23B$11.74B
Dividend Yield3.25%2.56%
Avg Volume8.0K362.5K1.3M
Holdings846177496
Performance
1-Month Return+1.55%+2.59%+3.19%
6-Month Return+9.01%+8.69%+12.34%
YTD Return+6.65%+3.85%+10.19%
1-Year Return+25.89%+31.19%+28.34%

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